Discipline Funds

SEPTEMBER 7, 2023

where I’ve laid out my overarching methodology and process for thinking about asset allocation. 02:32 – Cullen’s goals with his personal portfolio 04:50 – Matching the duration of assets with liabilities 09:38 – How Cullen views retirement 14:28 – Do Cullen’s macro views influence his portfolio?

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Assets Asset Allocation Valuation Portfolio 58

Advisor Perspectives

SEPTEMBER 23, 2023

While some stocks may seem expensive, there are areas of opportunity that feature attractive valuations and growth catalysts, according to the Franklin Templeton Investment Solutions team.

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Assets Portfolio Valuation Investing 52

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market.

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Financial Advising Startup Valuation Economy 182

Dear Mr. Market

AUGUST 5, 2022

We’re currently seeing one of the largest disparities in valuations between growth and value stocks which in our opinion presents a very appealing opportunity for dividend seeking investors. On some quarters, where there may not be changes to any holdings within the portfolio, we may dive more in depth on a specific company or two.

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Portfolio Risk Tolerance Valuation Investing 105

Darrow Wealth Management

JUNE 27, 2022

assets the cold shoulder. equities to an asset allocation. equity may be able to help reduce risk in a portfolio. Having international exposure in your portfolio in the early 2000s and throughout the Global Financial Crisis would have been a key ingredient in reducing overall risk and maintaining some level of investment return.

Portfolio 52

Portfolio Investing Investments Valuation 52

Abnormal Returns

JUNE 27, 2023

mrzepczynski.blogspot.com) Diversifiers Preferred stock funds are not great portfolio diversifiers. blog.thinknewfound.com) Gold trades like an investment asset, not a commodity. papers.ssrn.com) There doesn't seem to be a relationship between industry income volatility and valuations.

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Valuation Retail Retirement Portfolio 130

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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Asset Allocation Assets Valuation Clients 52

Advisor Perspectives

NOVEMBER 29, 2023

Now it has become part of the indexing landscape, competing for assets with other quantitative approaches. My guest today will explain why, in today's intangible asset-driven economy, traditional metrics like price to earnings and price to book face challenges, making free cash flow a more relevant valuation metric.

Portfolio 52

Portfolio Valuation Assets Economy 52

Abnormal Returns

JUNE 20, 2023

philbak.substack.com) Factors Wes Gray, "Bottom line: if you are investing in long-only factor portfolios, focus on research that studies long-only factor portfolios, not long-short factors." alphaarchitect.com) Why cash isn't necessarily the safe asset. papers.ssrn.com) VC valuations are highly associated with funding levels.

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David Nelson

JANUARY 3, 2023

Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. Balanced portfolios embracing a variety of asset classes can and will help investors achieve their goals. S&P 500 2 Years. 60-40 is reborn.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Each year, the Annual Outlook report assesses the current investment landscape and discusses how we are positioning client portfolios.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. The underlying companies are similar."

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Startup Valuation Financial Advising Distribution 182

Carson Wealth

JANUARY 16, 2024

mega-cap stocks in 2023, we saw increased market breadth and valuations likely continuing, potentially supporting small- and mid-cap stocks. Just as importantly, with higher starting yields and falling inflation, bonds are less vulnerable to losses and are once again more likely to add ballast to a portfolio during periods of volatility.

Investing 96

Investing Investments Marketing Marketing 96

Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Use tactical allocation to make your portfolio future-ready. Be Cautiously Optimistic. How are they prepared for that?

Portfolio 52

Portfolio Asset Allocation Valuation Investing 52

Truemind Capital

FEBRUARY 9, 2024

When any FD investor wants to create a mutual fund portfolio, they expect returns slightly better than FDs.So if the FD is giving 7-8% returns, the expectation is to generate 10-12% returns over a diversified portfolio in the long term with low volatility. The portfolio risk goes up from low to very high. Just Don’t Die!”

Valuation 59

Valuation Portfolio Assets Investing 59

Validea

APRIL 25, 2024

In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth stocks trading at attractive valuations. ROA and 10.7% ROA and 13.2% ROA and 13.2%

Advertising 52

Advertising Investing Investments Manufacturing 52

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. ft.com) Why where investors mark the portfolios can be all over the place. (theatlantic.com) Finding a good retail CEO is tough these days. nytimes.com) AI requires a lot of semiconductors. pragcap.com) Fidelity is hiring!

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Discipline Funds

SEPTEMBER 22, 2023

But here are some things to consider before getting lured into this sort of drastic move: Shifting your portfolio like this is more akin to gambling than investing. Consider your time horizons and personal asset-liability mismatch. Shifting your portfolio like this is more akin to gambling than investing.

Portfolio 123

Portfolio Assets Insurance Investing 123

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? morningstar.com) Breaking down which assets are still ripe for active management. blog.validea.com) Visualizing U.S. interest rates since 2020.

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Financial Advising Media Valuation Assets 130

Validea

APRIL 4, 2024

Pioneering a disciplined, “defensive” approach focused on financial strength and cheap valuations, Graham achieved an excellent long-term track record. recouped its portfolio of 1929-30, Graham never again lost money for his clients.” From 1936-1956, his Graham-Newman Corp. “Once the Graham-Newman Co.

Investing 52

Investing Investments Valuation Manufacturing 52

Truemind Capital

AUGUST 12, 2023

The recent rally in the market has made the valuations more expensive compared to historical standards. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term. Valuations across all sectors do not offer any margin of safety.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Validea

OCTOBER 19, 2022

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio. Source: [link]. Tool: [link].

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Investing Investments Valuation Portfolio 128

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

The Richer Geek

JANUARY 12, 2022

Mike took his FIRST company, Greenskies Renewable Energy, to a nearly half-billion-dollar valuation before selling and is now focused on connecting investors to renewable energy projects and developing renewable energy around the world. It's really direct ownership of the solar assets. Mike’s Top Tip’s “I'm good at here.

Portfolio 52

Portfolio Retirement Planning Assets Retail 52

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. He’s a big picture guy.

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Valuation Investing Investments Assets 130

Truemind Capital

JANUARY 19, 2024

” I see many LinkedIn users saying this in times of low interest rates on FDs compared to eye-popping returns on other asset classes like equity and cryptocurrencies. The simple solution is asset allocation. The investment in equity or any other risky asset class should not be a 0 or 1 game – get out or get in 100%.

Asset Allocation 52

Asset Allocation Assets Valuation Portfolio 52

Truemind Capital

APRIL 21, 2023

Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

MARCH 12, 2024

At the extreme end of greed, the equity valuations are the most expensive with high downside risk and the lowest upside returns potential. During extreme fear, equity valuations are the cheapest with very limited downside risk and the highest upside returns potential. Many of us know this.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Source: Factset, Carson Investment Research 3/28/2024 Valuations Revenues, earnings, margins, and other fundamental factors all contribute to the valuation of a company. Following the huge 11.2%

Marketing 96

Marketing Marketing Valuation Economy 96

Validea

AUGUST 31, 2023

In this episode, we speak with Comgest portfolio manager Alistair Wittet We discuss his approach for building a focused portfolio of high-quality European growth companies and the most important criteria he looks at.

Investing 52

Investing Investments Portfolio Management Valuation 52

Trade Brains

MAY 2, 2023

These Peter Lynch Categories of Stocks were named Slow growers, Stalwarts, Fast growers, Cyclical, Asset plays, and Turnarounds. Peter Lynch did not like to spend a lot of time on these ‘sluggards’ and his portfolio consisted of a very less percentage of slow growers.

Assets 98

Assets Portfolio Banking Management 98

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.

Investing 105

Investing Investments Portfolio Assets 105

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

Valuation 52

Valuation Portfolio Banking Communication 52

Validea

DECEMBER 1, 2022

One singular truth to come out of the meme-stock frenzy of 2021 is that the price of stocks and other assets are determined by supply and demand, with demand being the factor that usually matters most. The argument could explain why valuations have been trending upwards for the past 4 decades, as the income gap has widened.

Marketing 52

Marketing Marketing Valuation Portfolio 52

Trade Brains

FEBRUARY 26, 2024

The performance of the IRB InvIT has been quite disappointing with the InvIT having lost more than 32% of its value from its listing price & trades at a 30% discount over its Net Assets Value. Geographically diversified portfolio: The InvIT consists of operational HAM assets that are diversified across five states of India.

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Government Assets Compliance Transportation 59

Validea

SEPTEMBER 20, 2023

That’s because the fund’s manager is a team from Wellington Management Company, which holds over $7 trillion in assets and also manages Vanguard’s Dividend Growth Fund. However, Vanguard claims that they “don’t time product launches around relative market valuations,” a spokesperson told Barron’s in an email.

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Valuation Assets Management Portfolio 52

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. How did that transition happen?

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